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| Provider | Service type | Compensation |
|---|---|---|
PAINTING INDUSTRY FUNDS2+ years Filed as: PAINTING INDUSTRY FUNDS, INC. Service code 13 · EIN 34-1840443 | Contract Administrator | $50,739 |
ALLOTTA FARLEY CO LPA2+ years Filed as: ALLOTTA FARLEY CO., LPA Service code 29 · EIN 34-1316963 | Legal | $44,146 |
WALTHALL, LLP2+ years Filed as: WALTHALL LLP Service code 10 · EIN 34-0644631 | Accounting | $16,000 |
THE BOGDAHN GROUP2+ years Filed as: BOGDAHN CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $15,000 |
UBS FINANCIAL SERVICES INC2+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1000 HARBOR BLVD FL 8 · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $11,250 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,614 | $54,392-62.1% | $84,753-75.7% | $63,975-67.8% |
| Participation rate | 95.6% | 76.9%+18.7pp | 76.6%+19.0pp | 71.1%+24.5pp |
| Annual return | 6.14% | 611.38%-605.2pp | 22.78%-16.6pp | 48.65%-42.5pp |
| Employer contribution / active EE | $2,701 | $2,943-8.2% | $3,574-24.4% | $2,182+23.8% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $74 | $136-45.3% | $5,333-98.6% | $70+5.4% |